Bank statement from HSBC Bank USA to Excel

Working with your HSBC Bank USA PDF

If you bank with HSBC Bank USA in United States, the PDF bank statement is the file you start from; Satr turns its transaction table into a spreadsheet.

HSBC Bank USA appears as a foreign-owned bank in United States in the list we checked. The bank is headquartered in New York, New York. Its website domain is us.hsbc.com.

Where to find the PDF at HSBC Bank USA

Sign in to HSBC Bank USA online banking or the app and look for the bank statement, e-statement or account activity section. Pick the account and the period, and choose PDF as the format. Menu names differ by bank and change over time, so use the PDF option your own screen offers.

PDF types Satr can read

PDF statements generated by a bank system contain selectable text. Those are the files Satr is built for.

Scanned pages and photos saved as PDF are images. Satr does not do OCR, so it will tell you there is no text.

If the PDF is password-protected, Satr asks for the password and opens it locally; the password is not sent anywhere.

Formats used in United States statements

Statements in United States usually show amounts in USD ($) with a dot (.) as the decimal mark and a comma (,) as the thousands separator. A typical date format is MM/DD/YYYY or MM/DD.

Some statements put the month first (MM/DD/YYYY); check the date order in the preview when the day is 12 or lower. Some statements print dates without a year (for example 04/01); those rows may need the year added in Excel.

We checked sample values in these formats against the shipped parser and they were read correctly; you stay in control, because the number format can be changed in the preview.

Importing into accounting software

If you use QuickBooks and Xero, open the exported XLSX or CSV and match its columns in the program's import screen. There is no connection between Satr and these tools.

Honest status for HSBC Bank USA

No statement from HSBC Bank USA has been tested individually yet.

Satr works with text-based PDFs. Layouts tested so far: 5 synthetic sample statements of fictional banks (Turkish, English, Arabic, Persian).

Satr is not affiliated with HSBC Bank USA and is not endorsed by it.

Privacy: nothing is uploaded

The PDF is opened with pdf.js in your browser. Account numbers, names and transactions are not sent to a server, and you can check that in the Network tab of your browser. Apart from anonymous page-view counters (event name, language, page path, referrer kind), only if you pay are the plan and a payment reference sent.

More from Satr

Other banks in United States:

• All United States bank statement guides
• Wells Fargo
• Capital One
• USAA
• Open the converter

How to convert your bank statement from HSBC Bank USA to Excel

1. Download the PDFGet the bank statement of the account and period as a PDF from HSBC Bank USA online banking or the app.
2. Open it in SatrSelect the downloaded file in Satr. It is processed locally and a password is requested only when the PDF needs one.
3. Check the columnsCheck that every column has the right role and that the numbers look right before exporting.
4. Download Excel or CSVChoose XLSX or CSV. A free preview covers 15 rows; the whole statement needs a paid export.